Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Ann Fisher is a financial advisor who has been in the industry since 2008. Whitney is currently registered with Orchard Securities, LLC. Previously, Whitney was employed by S2K FINANCIAL LLC, Emerson Equity LLC, Realty Capital Securities, LLC, WFG Investments, Inc., and Provident Asset Management, LLC. Whitney holds Series 7 and Series 66 licenses and the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
UT
03/22/2021 - Present
Orchard Securities, LLC (PLEASANT GROVE UT)
FL
01/17/2020 - 04/06/2021
S2K FINANCIAL LLC (ORLANDO FL)
CA
01/19/2016 - 01/24/2020
EMERSON EQUITY LLC (SAN MATEO CA)
TX
06/28/2013 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (DALLAS TX)
TX
01/20/2010 - 06/14/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
05/22/2008 - 03/02/2009
PROVIDENT ASSET MANAGEMENT, LLC (DALLAS TX)
TX
03/13/2007 - 05/23/2008
WFG INVESTMENTS, INC. (DALLAS TX)
BOTH
Issued 06/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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